Import Suppliers CSV

This article will talk you through the Supplier CSV import.

Important note: Before importing Purchases or Purchase Payments you will need to set up your suppliers in KashFlow.

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Required Fields

The Suppliers  import requires two critical fields;

  • Supplier Name – this is the Suppliers Name, not contact name – this should be letters and numbers only – i.e. “Smith Ltd”
  • Supplier Code – this needs to be unique for every Supplier and can be a mixture of letters and numbers with no spaces up to 12 characters maximum – i.e. “SMIT00000001”

Optional Fields

The other optional fields you can have are listed below, along with a description, how it should be formatted and example text:

  • Contact Name – i.e. “Mr John Smith”
  • Telephone – Numbers Only – i.e. “01234567890”
  • Mobile – i.e. 07123456789
  • Fax – Numbers Only – i.e. “01234567890”
  • Email – i.e. “john@smith.com”
  • Address 1 – i.e. “1 Apple Road”
  • Address 2 – i.e. “Littlewood”
  • Address 3 – i.e. “Bigtown”
  • Address 4 – i.e. “United Kingdom” • Postcode – i.e. “AA1 1AA”
  • Website – i.e. “www.smithltd.com”
  • EC – 1 or 0, 1=yes 0=no – i.e. “1”
  • Notes – Supplier Notes – i.e. “This supplier gives me discount”
  • VAT Number – VAT number with no spaces and country code if applicable – i.e. “GB123456789”

Uploading the template

To import

Settings > Import Data > Import CSV Files > Enter in your Username & Password (Please note if you have specified an alternative API Password you would need to use it here) > CSV > Supplier > Upload your file > Tick the box ‘ My first row contains column headings; if appropriate Use the drop downs to map the file > Import

Please note, if the CSV file contains any special characters such as, ‘ ; ( ) {} & * £ $ “ ” <> ? / @ ~ # etc… Please remove as these may cause errors to the import process. 

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